Brown Financial Advisory Wisdomtree Floating Rate Treas Transaction History
Brown Financial Advisory
- $173 Million
- Q4 2025
A detailed history of Brown Financial Advisory transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Brown Financial Advisory holds 4,127 shares of USFR stock, worth $207,794. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,127
Previous 4,127
-0.0%
Holding current value
$207,794
Previous $207,000
-0.0%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
607Shares Held
231MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.6MShares$1.09 Billion15.41% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.02 Billion0.07% of portfolio
-
Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.3MShares$719 Million0.22% of portfolio